Video Tutorials

2023 Financial Management User Group Meeting! User Group Meetings are a great way for our customers to get together to see new features, existing processes, and participate in an open…

2023 HRMS User Group Meeting! User Group Meetings are a great way for our customers to get together to see new features, existing processes, and participate in an open forum…

2023 Utility Billing User Group Meeting! User Group Meetings are a great way for our customers to get together to see new features, existing processes, and participate in an open…

2024 Cloud Financial Management User Group Meeting! User Group Meetings are a great way for our customers to get together to see new features, existing processes, and participate in an…

2024 .Net Financial Management User Group Meeting! User Group Meetings are a great way for our customers to get together to see new features, existing processes, and participate in an…

One-screen view of all history including consumption, billing amounts, payments, and adjustments

Process of activating a customer for ACH and how to prenote them

Adding a new Bank Code for a new Bank Account

Adding an individual billing item to a specific account from the current bill screen

Adding a new customer account to the database

Adding a new Department that can be used in creating a General Ledger Number

Adding a security deposit to an individual account

Adding a new Fund that can be used in creating a General Ledger Number

Adding a new General Ledger number to the Chart of Accounts

Adding a leave accrual to program setup

Adding a letter template to the system and adding letters to individual accounts.

Creating and Saving/Posting a Manual Journal Entry

Adding a new customer account to the database

Creating a new billing cycle tasks screen to be able to begin a new billing process

Adding a new deduction to program setup

Adding a new effective date to program setup

Adding a paycode to program setup

Adding a new penalty charge to program setup

How to add a new project through Program Setup

Adding a rate table to program setup

Entering a requisition into the program

Adding a second check for an employee during the payroll process.

Adding third party sick pay wages to an employee for tax reporting purposes

Adding a new Account Number that can be used in creating a General Ledger Number

Adding a new asset into the program

Adding a new invoice

Adding a new occupant

Adding a receipt using the counter receipt entry screen

Adding new receipt item codes to program setup

Tracking hours worked on an individual employee basis.

How to add an individual or a range of voided checks

Adding invoices by choosing the Purchase Order number to automatically fill in information

Setting up groupings for employees and users for hours approval.

Develop levels that will be utilized in the hours approval process.

Integrated, graphical workflow and approval process

Approving a requisition and converting it to a Purchase Order

Approval of employees hours for import into the payroll program.

Assessing penalties to past due invoices by batch

Process for reconciling your bank statement to your General Ledger account balances

Ability to add invoices and attachments in batch

Using the blocking and quick blocking features from the table views

Allows customers to be billed a fixed amount instead of actual usage based on definable history.

Integrated Budgeting system built in to the General Ledger application

Long-Term Budget Forecasting

The billing cycle task that calculates the amounts owed on the current bill screen

Calculating depreciation of assets

Capitalizing an asset in the database

Creating change orders and viewing the change order history

Changing the default Posting Date for multiple invoice entry

Quickly view status of electronic check requests

Clickable links within reporting to be able to view further detail without leaving the report

Ability to drilldown for source document detail from the GL Activity report

How to create a check request

How to create a check run

Creating an export file that will post payments to utility billing accounts in the program, and then also be sent to the bank to extract the payments from the customers…

Using the Interest Allocation Entry task to record Interest earned on a bank statement

Steps to create an invoice from a check request

How to create and send screenshots throughout the BS&A Applications

How to create invoices based on Recurring Invoices that have already been set up

Posting Recurring Journal Entries that are waiting to be created

Setting up and processing recurring invoices

Adding, tracking, and refunding deposits

Complete Direct Deposit features

Disposing of an asset in the database

Drilldown for further journal entry source document detail from the GL activity screen

How to edit an invoice

Adding a new report or editing a current custom bill to change the barcode format from postnet to intelligent mail barcode.

Marking single or multiple paycodes as default rows for future hour entry.

Ability to allow your customers to go paperless and have their bills emailed to them

How to enter an invoice

Hand entering meter reads for all accounts from one central location.

Tracking equipment rental in payroll and timesheets.

Creating an export file of previous read information to import into the meter reading devices

Step-by-step instruction on how to process a final bill using the final bill wizard

Marking POs as assets and then exporting that information to the Fixed Assets application

Creating deductions for multiple payroll withholdings

Unlimited number of years of history available for viewing or reporting

Historical Depreciable Value

Process of importing assets sent from the Purchase Order application

Importing manual journal entries from a spreadsheet

Importing the file with the current meter readings into the database.

Setting the Invoice Entry options

Ability to view all journal entries in the system regardless of where they were posted from

The billing cycle task of wrapping up the bills and creating journal entries.

How to journalize invoices

How to manually spread a payment to individual bill items due to a partial payment

Using the marking and quick marking features from the table views

Selecting individual lines items from the table view

Ability to mass approve or deny requisitions

How to move a receipt that was accidentally posted to the wrong account to the correct account in one step.

View at a glance pending recurring invoices, waiting check requests, or unjournalized checks or invoices

Processing past due or shutoff notices using the built in wizard.

Posting a payment to a single invoice

Easy creation of positive pay files

Process of posting accrued wages

Posting Manual Journal Entries after they have been saved

Real-time posting of Cash Receipting data to ancillary applications

How to post journal entries

Printing a report that will show usage for all accounts in the current billing cycle

Reprinting a prior bill from the history screen on an individual account

Printing a report that will show any accounts that have abnormal usage based on the current and previous read information

The billing cycle task of printing out the bills to mail to the customer

The billing cycle task of printing or saving the billing register after calculating bills to verify amounts

Creating invoices from Check requests sent from Utility Billing, Misc Receivables, or Tax

Year end closing procedures for W2 reporting

General overview of what project accounting is used for and advantages gained from project accounting.

Three different reporting options for the quarterly 941 reports

Scanning in multiple payments using the quick receipting option

Setting different options for receipt entry

Centralized receipting for all interfaced applications, as well as user-defined receipt items

Sending a check request to Account Payable to refund a credit amount on a customer’s bill

Refunding a security deposit to a customer’s bill

This video will demonstrate how to set up reminders in the Utility Billing System.

Printing remittance checks

Custom setup of report groupings to be run by either specific user or by time period

Sending a support call or email request directly from any .NET application

Setting users rights to view employees in the timesheet program.

Reversing a Manual Journal Entry after it has been posted

Reversing a payment that was applied to a customer’s bill

Scanning of barcoded bills to post payments

Searching ancillary applications for outstanding amounts owing on a specific https://vimeo.com/manage/folders/77539

Ability to send invoices to collections either individually or by batch

Making a mass change to a block of accounts with one step

Setting up a vendor to use a purchasing card from program setup

How to setup new Recurring Invoices

Setting up Recurring Journal Entries to be automatically created or to be used as templates

This video shows you how to email bills or generic messages to your residents.

How to setup your Utility Billing program to work with the Intelligent Mail Barcode.

An overview of how tables function throughout all of the applications

A basic overview of the entire Timesheets .NET application

Developing groups that will determine the number and start of employees hour entry.

Transferring a total bill balance from one account to another

Using a purchasing card vendor when entering an invoice

How to adjust multiple billing item amounts with one adjustment

Viewing activity for an individual General Ledger Number, and printing activity for individual or multiple General Ledger Numbers

Voiding an invoice that has been journalized

Voiding a receipt that has been journalized

How to void an individual check

Voiding an invoice that has not been journalized

Voiding a receipt that has not been journalized

Ability to write off bad debts and create the correct journal entries

Process of issuing 1099 for applicable vendors.

Step-by-step instructions for the Year end closing procedure in General Ledger.

Customizable Year To Date Screen